Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,393 institutions that hold shares in the stock, with a total of 9.13 Billion shares, which have been reported (via 13F filing form) to have a value of $1.95 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
44,631
shares
|
$9.54 Million
4.32% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
44,572
shares
|
$9.53 Million
6.31% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
44,543
shares
|
$9.52 Million
2.74% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
44,421
shares
|
$9.5 Million
3.23% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
44,399
shares
|
$9.49 Million
4.98% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
44,325
shares
|
$9.47 Million
0.29% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
44,296
shares
|
$9.47 Million
2.07% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
44,286
shares
|
$9.47 Million
4.06% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
44,256
shares
|
$9.46 Million
2.45% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
44,182
shares
|
$9.44 Million
2.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
44,176
shares
|
$9.44 Million
1.32% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
44,127
shares
|
$9.43 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
44,099
shares
|
$9.43 Million
5.44% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,030
shares
|
$9.41 Million
0.27% of portfolio
|
Q1 2025
Reduced 63.72%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
44,024
shares
|
$9.41 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
44,005
shares
|
$9.41 Million
4.43% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
May 15, 2025 Q1 2025 |
44,000
shares
|
$9.41 Million
5.94% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
43,975
shares
|
$9.4 Million
4.22% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
43,875
shares
|
$9.38 Million
3.21% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
43,852
shares
|
$9.37 Million
4.04% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
43,843
shares
|
$9.37 Million
5.41% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
43,814
shares
|
$9.37 Million
3.45% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
43,785
shares
|
$9.36 Million
5.39% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
43,757
shares
|
$9.35 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
43,685
shares
|
$9.34 Million
6.48% of portfolio
|
Q1 2025
Added 2.59%
|